Utilization Results Flow PSA Input Fields

The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.

Base Object

This flow uses Utilization Result as the central object to retrieve PS Cloud Analytics field information. It also uses lookups to other PS Cloud Analytics objects to complement the data necessary to generate the Utilization Analytics (Embedded) Dataset.

Utilization Result

These are the main fields retrieved from the Utilization Result object in PS Cloud Analytics.

Field Label

Field API Name

Description

Billable Assignment Hours pse__Billable_Assignment_Hours__c These fields are imported directly from your PSA environment. For more information about these fields, see Utilization Result Fields.
Billable Timecard Hours pse__Billable_Timecard_Hours__c
Calendar Hours pse__Calendar_Hours__c
Credited Assignment Hours pse__Credited_Assignment_Hours__c
Credited Timecard Hours pse__Credited_Timecard_Hours__c
Date pse__Date__c
Held Resource Request Hours pse__Held_Resource_Request_Hours__c
Non-Billable Assignment Hours pse__Non_Billable_Assignment_Hours__c
Non-Billable Timecard Hours pse__Non_Billable_Timecard_Hours__c
Old Practice pse__Old_Practice__c
Old Region pse__Old_Practice__c
Resource Role pse__Resource_Role__c
Time Excluded Assignment Hours pse__Time_Excluded_Assignment_Hours__c
Time Excluded Timecard Hours pse__Time_Excluded_Timecard_Hours__c
Unheld Resource Request Hours pse__Unheld_Resource_Request_Hours__c
Utilization Excluded Assignment Hours pse__Utilization_Excluded_Assignment_Hours__c
Utilization Excluded Held RR Hours pse__Utilization_Excluded_Held_RR_Hours__c
Utilization Excluded Timecard Hours pse__Utilization_Excluded_Timecard_Hours__c
Utilization Excluded Unheld RR Hours pse__Utilization_Excluded_Unheld_RR_Hours__c
Group ID pse__Group__c

We use this field to look up the corresponding PSA object for the following fields: Group .

Practice ID pse__Practice__c

We use this field to look up the corresponding PSA object for the following fields: Practice.

Region ID pse__Region__c We use this field to look up the corresponding PSA object for the following fields: Region.
Resource ID pse__Resource__c We use this field to look up the corresponding PSA object for the following fields: Resource (Contact) .
Resource Change ID Id We use this field to look up the corresponding PSA object for the following fields: Resource Change.

Time Period

Field Label

Field API Name

Description

Name Name These fields are imported directly from your PSA environment. For more information about these fields, see Time Period Fields.
End Date pse__End_Date__c
Start Date pse__Start_Date__c
Type pse__Type__c

Skill / Certification

Field Label

Field API Name

Description

Certification Source pse__Certification_Source__c These fields are imported directly from your PSA environment. For more information about these fields, see Skill or Certification Fields.
Description pse__Description__c
Group pse__Group__c
Last Modified By ID LastModifiedById
Record ID Id
Skill or Certification pse__Skill_Or_Certification__c
Type pse__Type__c

Skill / Certification Rating

Field Label

Field API Name

Description

Aspiration pse__Aspiration__c These fields are imported directly from your PSA environment. For more information about these fields, see Skill or Certification Rating Fields.
Certified pse__Certified__c
Date Achieved pse__Date_Achieved__c
Evaluation Date pse__Evaluation_Date__c
Expiration Date pse__Expiration_Date__c
Last Modified By ID LastModifiedById
Name Name
Numerical Rating pse__Numerical_Rating__c
Rating pse__Rating__c
Resource pse__Resource__c
Skill /Certification pse__Skill_Certification__c

Years of Experience

pse__Years_Experience__c

Permission Control

The Permission Control fields are only used if you have Utilization Results Permission Controls set to true on your active PSA Analytics Setup record.

Field Label

Field API Name

Description

End Date

pse__End_Date__c

These fields are imported directly from your PSA environment. For more information about these fields, see Permission Control Fields

Record ID

Id

Start Date

pse__Start_Date__c

User

pse__User__c

View All Utilization

pse__View_All_Utilization__c

Contact

This refers to the Salesforce Contact object.

Field Label

Field API Name

Description

Name

Name

These fields are imported directly from your PSA environment. For more information about these fields in the Contact object, see the Salesforce Help. 

Note: In the PS Cloud Analytics Setup record, the Reports To field is only used when you have the Utilization Results Security mode set to "Hierarchy’’ and the Utilization Results Hierarchy Mode set to "Reports to Field on Contact Object".

Salesforce User

pse__Salesforce_User__c

Reports To

ReportsToId

User

This refers to the Salesforce User object.

Field Label

Field API Name

Description

Record ID

Id

These fields are imported directly from your PSA environment. 

FullPhotoUrl

FullPhotoUrl

Manager

ManagerId

These fields are imported directly from your PSA environment.

Note: These two fields are used depending on if you have the Utilization Results Security mode set to ‘Hierarchy’’ and Utilization Results Hierarchy Mode set to "Role Field on User Object" or "Manager Field on User Object".

Role

UserRoleId

Augmented Fields

The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.

Note: These fields are imported directly from your PSA environment. For more information about these fields, see the PSA field reference guide for their corresponding PSA object.
PSA Object

Lookup Path

Field Label

Field API Name

Region N/A Record ID Id
Region Name Name
Reversed Region ID Chain pse__Reversed_ID_Chain__c
Practice N/A Record ID Id
Practice Name Name
Reversed Practice ID Chain pse__Reversed_ID_Chain__c
Group

 

N/A Record ID Id
Group Name Name
Reversed Group ID Chain pse__Reversed_ID_Chain__c
Resource (Contact) N/A Contact ID Id
Full Name Name

Resource Change

N/A

Change Date

pse__Change_Date__c

New Group

pse__New_Group__c

New Is Resource

pse__New_Is_Resource__c

New Is Resource Active

pse__New_Is_Resource_Active__c

New Practice

pse__New_Practice__c

New Region

pse__New_Region__c

New Resource Role

pse__New_Resource_Role__c

New Utilization Target

pse__New_Utilization_Target__c

New Work Calendar

pse__New_Work_Calendar__c

Old Group

pse__Old_Group__c

Old Is Resource

pse__Old_Is_Resource__c

Old Is Resource Active

pse__Old_Is_Resource_Active__c

Old Resource Role

pse__Old_Resource_Role__c

Old Utilization Target

pse__Old_Utilization_Target__c

Old Work Calendar

pse__Old_Work_Calendar__c

Utilization Run  

Id

Id

Name

Name

Threshold Value 1

pse__Threshold_Value_1__c

Threshold Value 2

pse__Threshold_Value_2__c

Threshold Value 3

pse__Threshold_Value_3__c

Threshold Value 4

pse__Threshold_Value_4__c

Threshold Value 5

pse__Threshold_Value_5__c

Threshold Value 6

pse__Threshold_Value_6__c